@@ -29,10 +29,9 @@ Online payments
2929 payment_providers/bank_payments
3030 payment_providers/inperson_payments
3131
32- Odoo embeds several **payment providers ** that allow your customers to pay online, on their
33- *customer portals *, or on your *eCommerce website *. They can pay sales orders, invoices, or
34- subscriptions with recurring payments using their favorite payment methods, such as
35- **credit cards **.
32+ Odoo embeds several **payment providers ** that enable customers to pay online through *customer
33+ portals *, or *eCommerce websites *. Customers pay for sales orders, invoices, or subscriptions with
34+ recurring payments using their favorite payment methods, such as **credit cards **.
3635
3736Each payment provider is linked to a list of supported :ref: `payment methods
3837<payment_providers/payment_methods>` that can be (de)activated based on your needs.
@@ -185,8 +184,7 @@ Online payment providers
185184.. [* ] Refer to the :doc: `Xendit documentation <payment_providers/xendit >` for more information.
186185
187186 .. note ::
188- - Each provider has its own specific configuration flow, depending on which feature is
189- available.
187+ - Each provider has its own specific configuration flow, depending on which feature is available.
190188 - Some of these online payment providers can also be added as :doc: `bank accounts
191189 <../finance/accounting/bank>`, but this is **not ** the same process as adding them as payment
192190 providers. Payment providers allow customers to pay online, and bank accounts are added and
@@ -240,10 +238,10 @@ proceed as follows:
240238 - The fields available in the :guilabel: `Credentials ` tab depend on the payment provider. Refer
241239 to the :ref: `related documentation <payment_providers/supported_providers >` for more
242240 information.
243- - Once you have enabled the payment provider, it is automatically published on your website.
244- If you wish to unpublish it, click the :guilabel: `Published ` button. Customers cannot make
245- payments through an unpublished provider, but they can still manage
246- :dfn: ` (delete and assign to a subscription) ` their existing tokens linked to such a provider.
241+ - Once you have enabled the payment provider, it is automatically published on your website. If
242+ you wish to unpublish it, click the :guilabel: `Published ` button. Customers cannot make
243+ payments through an unpublished provider, but they can still manage :dfn: ` (delete and assign to
244+ a subscription) ` their existing tokens linked to such a provider.
247245
248246.. _payment_providers/test-mode :
249247
@@ -275,8 +273,8 @@ click :guilabel:`Enable Payment Methods`, then click the toggle button of the re
275273
276274.. tip ::
277275 - To view the complete list of supported payment methods, go to :menuselection: `Accounting -->
278- Configuration --> Payment Methods `, :menuselection: `Website --> Configuration -->
279- Payment Methods `, or :menuselection: `Sales --> Configuration --> Payment Methods `.
276+ Configuration --> Payment Methods `, :menuselection: `Website --> Configuration --> Payment
277+ Methods `, or :menuselection: `Sales --> Configuration --> Payment Methods `.
280278 - Payment methods are displayed on the ecommerce website based on their sequence order. To
281279 reorder them, drag and drop the payment methods into the desired order in the
282280 :guilabel: `Payment Methods ` list.
@@ -312,8 +310,8 @@ To further configure payment methods, follow these steps:
312310 - Each payment method is preconfigured in a way that aligns with the payment providers'
313311 behavior and their integration with Odoo. Any change to this configuration may result in errors
314312 and should be tested on a duplicate or test database first.
315- - Modifications to the payment method's configuration only work to the extent of the method's
316- and provider's capabilities. For example, adding :ref: `countries
313+ - Modifications to the payment method's configuration only work to the extent of the method's and
314+ provider's capabilities. For example, adding :ref: `countries
317315 <payment_providers/currencies_countries>` for a payment method only supported in one country or
318316 enabling :ref: `tokenization <payment_providers/tokenization >` for a method linked to a provider
319317 that does not support it will not produce the intended results.
@@ -338,13 +336,13 @@ particularly useful for the eCommerce conversion rate and subscriptions that use
338336
339337.. admonition :: PCI DSS and Attestation of Compliance
340338
341- Odoo is not `PCI <https://www.pcisecuritystandards.org >`_ DSS-certified because it does not
342- store cardholder data or process payments. Instead, it outsources tokenization and payment to
339+ Odoo is not `PCI <https://www.pcisecuritystandards.org >`_ DSS-certified because it does not store
340+ cardholder data or process payments. Instead, it outsources tokenization and payment to
343341 :ref: `external payment providers <payment_providers/online_providers >`, which means that as an
344- Odoo customer, you only need to complete the minimal Self-Assessment Questionnaire (SAQ) with
345- the provider to obtain the Attestation of Compliance (AoC) and achieve PCI compliance. Odoo
346- should not be mentioned as a payment processor or a third-party service provider in the
347- :abbr: ` SAQ ( Self-Assessment Questionnaire ) `.
342+ Odoo customer, you only need to complete the minimal Self-Assessment Questionnaire (SAQ) with the
343+ provider to obtain the Attestation of Compliance (AoC) and achieve PCI compliance. Odoo should
344+ not be mentioned as a payment processor or a third-party service provider in the :abbr: ` SAQ
345+ ( Self-Assessment Questionnaire ) `.
348346
349347.. _payment_providers/manual_capture :
350348
@@ -422,17 +420,31 @@ enable :guilabel:`Allow Express Checkout`.
422420Availability
423421============
424422
425- You can adapt the payment provider's availability by specifying the :guilabel: ` Maximum amount `
426- allowed and modifying the :guilabel: `Currencies ` and :guilabel: `Countries ` in the
427- :guilabel: `Configuration ` tab.
423+ You can adapt the payment provider's availability by specifying the ** Minimum ** and
424+ :guilabel: ` Maximum amounts ` allowed, modifying the :guilabel: `Currencies ` and :guilabel: `Countries `,
425+ and specifying :guilabel: ` Pricelists ` in the :guilabel: `Configuration ` tab.
428426
429427.. tip ::
430428 To display an availability report for payment providers and payment methods, and to help diagnose
431429 potential availability issues on the payment form, enable the :ref: `developer-mode `, then click
432- the :icon: `fa-bug ` (:guilabel: `bug `) icon next to the :guilabel: `Choose a payment method `
433- heading on the payment form. The report includes a list of enabled payment providers and payment
434- methods, reasons for any payment providers or methods not being available, if applicable, and a
435- list of supported providers for each payment method.
430+ the :icon: `fa-bug ` (:guilabel: `bug `) icon next to the :guilabel: `Choose a payment method ` heading
431+ on the payment form. The report includes a list of enabled payment providers and payment methods,
432+ reasons for any payment providers or methods not being available, if applicable, and a list of
433+ supported providers for each payment method.
434+
435+ .. _payment_providers/maximum_amount :
436+
437+ Minimum and maximum amount
438+ --------------------------
439+
440+ Set the :guilabel: `Minimum Amount ` and :guilabel: `Maximum Amount ` that can be paid with the selected
441+ provider. Leave the fields to `0.00 ` to make the payment provider available regardless of the
442+ payment amount.
443+
444+ .. important ::
445+ This feature is not intended to work on pages that allow the customer to update the payment
446+ amount, e.g., the **Donation ** snippet and the **Checkout ** page when paid :doc: `shipping methods
447+ <../websites/ecommerce/shipping>` are enabled.
436448
437449.. _payment_providers/currencies_countries :
438450
@@ -446,26 +458,18 @@ there might be errors, updates, and unknowns in the lists of available currencie
446458adding or removing a payment provider's supported currencies or countries is possible.
447459
448460.. note ::
449-
450461 - :ref: `Payment methods <payment_providers/payment_methods >` also have their own list of
451462 available currencies and countries that serves as another filter during payment operations.
452463 - If the list of supported currencies or countries is empty, it means the list is too long to be
453464 displayed, or Odoo does not have information on that payment provider. The payment provider
454465 remains available, even though it is possible the payment will be refused at a later stage
455466 should the country or currency not be supported.
456467
457- .. _payment_providers/maximum_amount :
458-
459- Maximum amount
460- --------------
461-
462- You can restrict the :guilabel: `Maximum Amount ` that can be paid with the selected provider. Leave
463- the field to `0.00 ` to make the payment provider available regardless of the payment amount.
468+ Pricelists
469+ ----------
464470
465- .. important ::
466- This feature is not intended to work on pages that allow the customer to update the payment
467- amount, e.g., the **Donation ** snippet and the **Checkout ** page when paid :doc: `shipping methods
468- <../websites/ecommerce/shipping>` are enabled.
471+ Select specifc :guilabel: `Pricelists ` that can apply to the payment provider. Leaving the field
472+ blank makes all pricelists available to the provider.
469473
470474.. _payment_providers/journal :
471475
@@ -498,7 +502,7 @@ By default, the :guilabel:`Bank Account` defined for the :ref:`payment journal
498502<accounting/journals/outstanding-accounts>` for each payment provider to separate the provider's
499503payments from other payments.
500504
501- .. image :: payment_providers/bank_journal .png
505+ .. image :: payment_providers/bank-journal .png
502506 :alt: Define an outstanding account for a payment provider.
503507
504508.. seealso ::
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